Welltower Inc. $WELL Stock Position Raised by Calamos Advisors LLC

Posted by Brenda Bartman on Nov 7th, 2026

Calamos Advisors LLC raised its holdings in shares of Welltower Inc. (NYSE:WELL – Free Report) by 2.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 113,886 shares of the real estate investment trust’s stock after purchasing an additional 2,304 shares during the quarter. Calamos Advisors LLC’s holdings in Welltower were worth $26,221,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. BlackRock Inc. lifted its stake in shares of Welltower by 5.5% during the 2nd quarter. BlackRock Inc. now owns 78,049,214 shares of the real estate investment trust’s stock worth $17,714,830,000 after buying an additional 4,045,458 shares during the last quarter. State Street Corp boosted its holdings in shares of Welltower by 1.4% during the 2nd quarter. State Street Corp now owns 42,138,810 shares of the real estate investment trust’s stock worth $9,564,246,000 after buying an additional 578,033 shares during the period. Bank of America Corp DE boosted its holdings in shares of Welltower by 6.6% during the 1st quarter. Bank of America Corp DE now owns 21,750,501 shares of the real estate investment trust’s stock worth $4,300,291,000 after buying an additional 1,347,243 shares during the period. Principal Financial Group Inc. grew its stake in Welltower by 2.2% in the 2nd quarter. Principal Financial Group Inc. now owns 9,814,621 shares of the real estate investment trust’s stock valued at $2,227,642,000 after buying an additional 207,966 shares during the last quarter. Finally, Dimensional Fund Advisors LP grew its stake in Welltower by 0.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 8,345,022 shares of the real estate investment trust’s stock valued at $1,649,844,000 after buying an additional 57,938 shares during the last quarter. 94.80% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. Wells Fargo & Company upped their target price on Welltower from $266.00 to $268.00 and gave the company an “overweight” rating in a research report on Monday, October 19th. Citigroup boosted their price target on Welltower from $255.00 to $275.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Royal Bank Of Canada upped their price objective on Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a report on Monday, August 3rd. Mizuho lifted their target price on Welltower from $239.00 to $260.00 and gave the stock an “outperform” rating in a report on Wednesday, July 22nd. Finally, Jefferies Financial Group raised shares of Welltower to a “strong-buy” rating in a research report on Friday, September 25th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $259.81.

Read Our Latest Analysis on WELL

Welltower Price Performance

Shares of WELL traded down $0.11 during trading hours on Friday, hitting $245.32. 2,459,221 shares of the company were exchanged, compared to its average volume of 2,869,020. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.39. Welltower Inc. has a fifty-two week low of $181.47 and a fifty-two week high of $255.20. The company has a market cap of $179.97 billion, a price-to-earnings ratio of 106.20, a P/E/G ratio of 1.15 and a beta of 0.79. The firm’s fifty day moving average is $233.83 and its 200 day moving average is $219.61.

Welltower (NYSE:WELL – Get Free Report) last posted its quarterly earnings results on Monday, October 26th. The real estate investment trust reported $1.67 EPS for the quarter, beating analysts’ consensus estimates of $1.64 by $0.03. Welltower had a return on equity of 3.61% and a net margin of 12.08%. The business had revenue of $3.72 billion during the quarter, compared to the consensus estimate of $3.64 billion. During the same quarter in the previous year, the firm earned $1.34 earnings per share. Welltower’s revenue for the quarter was up 38.4% compared to the same quarter last year. On average, equities analysts anticipate that Welltower Inc. will post 6.51 earnings per share for the current fiscal year.

Welltower Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, November 19th. Stockholders of record on Tuesday, November 10th will be paid a $0.85 dividend. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Tuesday, November 10th. Welltower’s dividend payout ratio (DPR) is presently 147.19%.

Insider Buying and Selling at Welltower

In related news, Director Andrew Gundlach purchased 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 26th. The shares were bought at an average cost of $242.06 per share, with a total value of $1,210,300.00. Following the acquisition, the director owned 30,000 shares of the company’s stock, valued at $7,261,800. This trade represents a 20.00% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Purchased indirectly through two trusts. The transaction was executed in multiple trades at prices ranging from $241.59 to $242.59. The reported $242.06 price is the weighted-average purchase price. Insiders own 0.37% of the company’s stock.

Welltower Company Profile

(Free Report)

Welltower Inc is a real estate investment trust focused on properties and services that support health care and aging. Its portfolio includes senior housing communities, outpatient medical facilities and post-acute care properties.

The company works with senior housing operators, health care providers and other partners to own, lease and manage properties. Its operations span the United States, Canada and the United Kingdom.

Founded in 1970 as Health Care REIT, the company adopted the Welltower name in 2015.